eupholio

README

Eupholio

Eupholio is a portfolio tracking tool for cryptocurrencies. You can load your trading history downloaded from multiple exchanges and calculate the total amount of your portfolio.

This software is under development and not tested well so you can't use it for practical use.

Features

The main feature of this software is simple portfolio tracking. It just accumlates opened and closed positions and show the total quantity of assets. Besides position tracking Eupholio calculates the aquisition cost and profit of each currency in a very simple way. The result might not be accurate because what should be considered as "cost" is ambiguous and the historical price data may not be presice enough (and the program may have some bugs). You can just use the result as approximate information of your portfolio.

• supported fiat currencies
  • JPY
• supported cost calculation methods
  • weighted avarage method
  • moving average method
• supported wallets and exchanges (margin trading is not supported)
  • Bittrex
  • Poloniex
  • BitFlyer
  • Coincheck

How to build

$ make

Setup

Before using this software you need to set up MySQL database. If you have installed docker, you can setup it with docker-compose.yml.

$ docker-compose up -d

Once MySQL server started, you can create tables.

$ make db-init

You need to download and setup histrical market price data.

mkdir -p pricedata
./bin/etl download coingecko historical_price --dir pricedata/coingecko
./bin/etl load coingecko historical_price pricedata/coingecko/*.csv
./bin/etl download yahoofinance historical_price --dir pricedata/yahoofinance --symbol USD --fiat JPY # optional
./bin/etl download yahoofinance historical_price --dir pricedata/yahoofinance --symbol EUR --fiat JPY # optional
./bin/etl load yahoofinance historical_price pricedata/yahoofinance/*.csv # optional

Usage

Now you can import your trading history files downloaded from exchanges. Before running import command, you need to place the files somewhere.

make db-clear # XXX

mkdir -p history
./bin/etl import bf history/bitflyer/TradeHistory.csv # optional
./bin/etl import coincheck history/coincheck/*.csv # optional
./bin/etl import bittrex history/bittrex/BittrexOrderHistory_*.csv # optional
./bin/etl import poloniex history/poloniex/*.csv # optional

./bin/config costmethod --year 2008 --method mam
./bin/etl translate
./bin/etl calculate

./bin/query transaction --year 2020
./bin/query balance --year 2020

TODO

• Ethereum wallet support
• DEX support

Lisence

Copyright (c) Kiyoshi Nakao, as shown by the AUTHORS file.

This program is free software: you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation, either version 3 of the License, or any later version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Affero General Public License for more details.

You should have received a copy of the GNU Affero General Public License along with this program. If not, see http://www.gnu.org/licenses/.